Documentation Policy

Every Company is unique in terms of the Documents they require during the Application process. Use this Policy to set the various wording and criteria fitting to your corporate policy.

Administration→ Policies → Application Leasing→ Documentation

Click + New Application Documentation or Organization to make changes

This Policy is broken down into several Tabs:

Required IDs: Set How many IDs are Required, as well as What are the types of IDs allowed (ie Drivers License). Finally, you can add another setting making various ID's MANDATORY, PREFERRED or OPTIONAL

Employment: Set the wording for each Income source for the Proof of Income document you are looking for. You can set proof of income as Mandatory or not

Income: This refers to "other" income sources. Set the wording for each Income source for the Proof of Income document you are looking for. You can set proof of income as Mandatory or not

Assets: Set the wording for each Asset source for the Proof of Asset document you are looking for. You can set proof of Asset as Mandatory or not

This Policy drives both the FINANCIAL TAB as well as the PERSONAL ID Tab in the Application Process. Example below: